Bob Smith, Financial Advisor located in Palatine, IL

Financial Advisor
Bob Smith

CFP®, AAMS®
1256 W Northwest Highway, Palatine, IL 60067opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Charlene Iacullo
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(847) 359-1445

Fax

(888) 593-6305

Office Address

1256 W Northwest Highway
Palatine, IL 60067opens in a new window

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